Speeches/Dates
MDRT Jakarta, Indonesia, August 1, 2011
MDRT Moderator, Atlanta, GA, June 7, 2011
NAAIM/CEROS Financial Services, Inc. “Help Rational Investors Make Rational Decisions”, San Diego, CA April 31, 2011
MDRT Singapore/Tokyo “Help Rational Investors Make Rational Decisions”, February 23- March 4, 2011
MDRT Europe ClassIQ, “The Power of MDRT Membership”, Athens, Greece, February 2-4, 2011
“Re-energize – Secret to Large Production – Building to Top of the Table” LALIVE, Los Angeles, CA. October 1, 2010
MDRT Jakarta/Singapore, September 18-25, 2010
Heritage Group, Virginia Beach, VA, August 20, 2010
“Walking With The Trees”, MDRT Annual Meeting, Vancouver, British Columbia, June 2010
“Winning Strategies for Investing in Mutual Funds”, Pinnacle Group, Amelia Island, Florida, Feb 20, 2010
Career Challenge Day, NAIFA, Norfolk, Virginia, Feb 9, 2010
TOT Chair Address, Kauai, Hawaii, Oct, 2009
“Help Irrational Investors Make Rational Decisions”, NAIFA Boomertirement Symposium, Concord, New Hampshire, May 5, 2009
“Retirement Planning With Baby Boomers”, Toledo Chapter Society of Financial Service Professionals (SFSP), Toledo, Ohio, Jan, 2009
NAIFA, Norfolk, Virginia, Dec 19, 2008
Canadian MDRT Tour, Barrie, Ontario and Winnipeg, Ontario, Sept, 2008
“Keys to Retirement Income Distribution”, Farm Bureau Financial Service’s 2008 Life Sales Seminar, Kansas City, Kansas, Aug, 2008
“Keys to Retirement Income Distribution”, Farm Bureau Financial Service’s 2008 Life Sales Seminar, Salt Lake City, Utah, Aug, 2008
LIA/MDRT National Sales Day, Dublin, Ireland, Feb, 2008
New Orleans Sales Conference, New Orleans, LA, Jan 30, 2008
“Consumer Behavior in Financial Decisions”, Society of Financial Service Professionals (SFSP) Forum, Montreal, Canada, Sept 25, 2007
“Help Irrational Investors Make Rational Decisions”, Advocis Atlantic School, Prince Edward Island, Canada, Aug 26-28, 2007
NAIFA, Colorado Life Underwriters, Denver, Colorado, June 12, 2007
Boomertirement Summit with Alan Greenspan, New York City, NY, April 2007
Central Virginia Association of Insurance and Financial Advisors, Charlottesville, VA, April 19, 2007
Top of the Table, Eastern Europe speaking tour, Poland, Romania, March 2006
Heritage Group Young Producers Meeting, Feb, 2006
State Farm Women Producers Meeting, Feb, 2006
AXA Midwest Pension Conference, Aug, 2005
Behavioral Finance Web Seminar, SFSP, July, 2005
“Combining Professionalism and Productivity”, LIMRA Meeting for Top Producers, Seoul, South Korea, Sept 21-22, 2004
Life Underwriters Association, Denver, CO, March 2004
“Managing Variable Products to Achieve Client Goals”, “Tax Changes for Qualified Plans” and “When the Owner Dies”, SFSP National satellite teleconferences, May, 2003
Life Underwriters Association, Brookfield, IL, 2003
Life Underwriters Association, Winchester, Virginia 2003
National 19 station radio tour, Sept 2002
“Women and Finance”, CNN live interview, May 18, 2002
“Life Insurance: Sunrise or Sunset,” Singapore Life Underwriters Association, 2002
National 21 station radio tour, May, 2001
SFSP Video Teleconference, May, 2001
“Measuring and Using Downside Risk”, SFSP National Conference, Las Vegas, NV April 1-4, 2001
“Managing Time, Who Has the Monkey?” Old Dominion Financial Planning Conference, Dec 7, 2001
“Say ‘I do’ to Savings: Creating Cash for Marriage” Quote.com Seminar expert
Boston Globe Personal Finance Fairs, 2000 and 2003
“Honest Answers to Sticky Questions”, National Association of Foot and Ankle Surgeons, Miami, FL 2001
“IRAs and Qualified Plans”, Society of Financial Service Professionals Annual Conference, Las Vegas, NV, April 3, 2001
“Retirement Planning” GE Financial, Landstown, MD, 2000
Life Office Management Association, 1999
National Press Club, Bryn Mawr, PA, 1998
ASCLU/ChFC National Conference, 1997
“Life is Uncertain, Eat Dessert First”, MONY Top Club, 1997
Life Underwriters Association, Greensboro, NC, 1997
MONY Open Forum, Newark, NJ, 1996
MONY Open Forum, Chicago, IL 1996
National Press Club/LIFE, 1996
Life Underwriters Association, Cleveland, Ohio, 1996
“Come to the Edge”, Main Platform, Million Dollar Round Table, Toronto, Ontario, Canada, 1995
“The Bonanza Syndrome”, Life Underwriters Association, Memphis, TN, Oct, 1995
LOMA Annual Conference, San Antonio, TX, 1994
“Estate Planning for the Baby Boom Generation”, Life Underwriters Association, Suburban Maryland, 1994
“Unslumping Yourself”, Life Underwriters Association, Greater Detroit, MI. 1994
“How to Unslump Yourself”, Rhode Island Life Underwriters Association, Providence, RI, Nov 3, 1993
National Association of Life Underwriters, Mt. Diablo, CA, 1993
National Association of Life Underwriters, Portsmouth/Chesapeake, VA, 1993
Winnipeg Life Underwriters, Manitoba, Sept 15, 1989
Syracuse Association of Life Underwriters, May 18, 1989
“401(k) Plans”, 30th Annual Mid Atlantic Sales Congress, Springfield, VA., April 18, 1989
Opportunities in the 401(k) Marketplace, Million Dollar Round Table, Toronto, Ontario, Canada, June 1989
Sales-A-Rama Breakfast, Million Dollar Round Table, Atlanta, GA, June 1988
“Success Seminar” The Women Life Underwriters Conference, Norfolk VA, Sept 26, 1987
Inter-World Series of Sales Ideas, Disability Specialist, Million Dollar Round Table, Orlando, FL, June, 1986
Keynote Speaker, National Association of Life Underwriters, Portsmouth/Chesapeake, VA April, 1986
“Make Money Selling 401(k) Plans” Million Dollar Round Table, San Francisco, CA., June 1985
Valley Sales Congress, Harrisonburg, VA, March 15, 1985
|
